See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $267,813 | $124,425+115.2% | $112,040+139.0% | $137,256+95.1% |
| Participation rate | 41.7% | 79.3%-37.6pp | 76.5%-34.8pp | 80.0%-38.3pp |
| Annual return | 13.48% | 24.72%-11.2pp | 24.52%-11.0pp | 220.34%-206.9pp |
| Employer contribution / active EE | $0 | $3,411-100.0% | $2,954-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,258 | $5,718-60.5% | $5,098-55.7% | $6,407-64.8% |
| Admin fee / account holder | $7,689 | $15,207-49.4% | $12,098-36.4% | $12,270-37.3% |